Watch Guard Capital LLC

Stephen Paluga is a CFP® with 15 years of industry experience and is currently a principal at Watch Guard Capital LLC in Scottsdale, AZ. He previously worked at Schwab Private Client Investment Advisory and has served in the Arizona Air National Guard since 2002, holding the rank of Major. His military service involves both enlisted and officer roles. Watch Guard Capital primarily serves individual and high-net-worth clients, providing portfolio management and financial planning with a focus on options and leverage strategies. The firm uses a combination of technical and quantitative analysis, managing most accounts on a discretionary basis with regular reviews.

Robert Stark is a financial advisor at Watch Guard Capital LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms including Allworth Financial and AW Securities. Stark previously spent five years at James Phillips PA DBA Phillips Financial Advisor and has had multiple tenures at Watch Guard Capital. Watch Guard Capital primarily serves individual and high-net-worth clients, offering portfolio management and financial planning with an investment approach that incorporates technical, quantitative, and cyclical analysis alongside options and margin strategies. The firm emphasizes client Investment Policy Statements, discretionary account management, and provides educational seminars on topics such as retirement and fraud reporting.